Our Philosophy

As a fee-only financial planning firm, we do not charge based on transactions or investment type. Instead, we charge a flat fee for our services.

We offer three options to help you achieve your financial goals.

Pricing Plans

per Year

Financial Planning

Full and continuing financial planning services for you and your family.

Annual cost: 1% of your Adjusted Gross Income (AGI), plus:

  • 0.5% of net worth if it’s less than $5,000,000
  • 0.25% of net worth if it’s between $5,000,001 to $10,000,000
  • 0.1% of net worth if it’s greater than $10,000,000


per plan/project

One Time Financial Plan/Project

We’ll help you build you a one-time plan based on your current assets and positions, or help guide you through a major financial milestone.

Can be credited towards the full Financial Planning option within one year.

per three hours

Financial Coaching/Training

Three hours of business and financial coaching/training on any financial topic to help you build financial literacy, business acumen, and wealth mindset. Hours must be utilized within two months of the first session.

Financial freedom

Financial Freedom

You are free to invest where you want; you don't have to invest with us



Three different structures to fit your needs



Our pricing structure is designed to afford you all of our attention